Migrating from ACT! to Sage CRM: Difference between revisions
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Map updated 10/16/2012: Added Attachment support. | Map updated 10/16/2012: Added Attachment support. | ||
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Revision as of 22:02, 9 November 2015
This map will migrate ACT! to Sage CRM. This map is set up to use only the SQL versions of ACT. If you have the older flat-file version of ACT, a simple upgrade process can get you on SQL for the migration. For Sage CRM, we use the Web Services connection so you may use this map for an on-premise or hosted version.
Duplicate companies are merged into a single Company record, with people records underneath it, based on Company Name.
The included mappings are for Companies, People, Products, Opportunities, Opportunity Line Items (as a Quote), Notes, History, Activities, and Attachments.
Map updated 10/16/2012: Added Attachment support.
